A user creating Opportunities wants to avoid manually entering information twice in order to have it appear on both the Opportunity record and the Payment record. Which two steps should be taken to set this up?
A.
Create Payment Mappings in NPSP Settings.
B.
Create custom fields on the Payment object.
C.
Create lookup fields on the Payment object.
D.
Create a workflow that will copy Payment information to the Opportunity record.
To avoid manually entering information twice and ensure it appears on both the Opportunity record and the Payment record, follow these steps:
Create Payment Mappings in NPSP Settings:
Navigate to NPSP Settings.
Go to "Donations" and select "Payment Mappings".
Create mappings to ensure that relevant fields from the Opportunity record are automatically populated in the Payment record.
Create Custom Fields on the Payment Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Create custom fields that correspond to the Opportunity fields you want to map.
Ensure the field types match those on the Opportunity object to facilitate accurate data transfer.
These steps automate the data transfer between Opportunities and Payments, reducing manual entry and ensuring consistency across records.
Salesforce NPSP Documentation: Payment Mappings
Salesforce Trailhead: Custom Fields
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